Trust Consultant

4 weeks ago


Sandton, South Africa Forte Recruitment Full time
Job Title: Intervivos Trust Consultant

Please note that this is a senior-level role that requires extensive experience in administering trusts. We are seeking a highly skilled and dedicated Trust Administrator to manage Intervivos Trusts for private clients, HNW and UHNWI individuals.

Key Responsibilities:
  • Administer and manage Intervivos Trusts, ensuring compliance with relevant regulations and maintaining accurate records.
  • Develop and nurture strong relationships with clients, providing exceptional service and support.
  • Utilize Word and Excel proficiently for documentation and reporting.
  • Manage day-to-day operations, including trust documentation and record-keeping.
  • Collaborate with clients to understand their needs and preferences, providing tailored solutions.
Requirements:
  • At least 4 years of experience as a Trust Administrator.
  • Proven track record of managing Intervivos Discretionary Trusts.
  • Experience working with private clients, HNW and UHNWI individuals.
  • Strong interpersonal and communication skills.
  • Ability to work independently and efficiently manage client portfolios.
  • Proficiency in Word and Excel.
  • Legal degree or equivalent experience.
What We Offer:

A dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and experienced Trust Administrator looking for a new challenge, please submit your application.

To apply, please send your CV to with Intervivos Trust Consultant – JHB Sandton in the subject line. In the email, please advise your current gross cost to company salary (before deductions), your salary expectation, and your notice period.


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